+204.4%
RKLB vs LPLA
+145.5%
+58.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | 0.0% | -1.5% | +1.5% | +0.7% |
| 30D | -21.2% | -6.0% | -15.2% | -18.8% |
| 3M | -41.7% | +21.4% | -63.1% | -48.0% |
| 6M | -11.8% | +12.1% | -23.8% | -19.1% |
| YTD | -9.6% | -1.8% | -7.7% | -10.2% |
| 1Y | +34.1% | +3.2% | +30.9% | +30.4% |
| 3Y | +917.3% | +45.9% | +871.3% | +728.9% |
| 5Y | +204.4% | +144.7% | +59.7% | +97.8% |
| All | +204.4% | +145.5% | +58.9% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling